Three experts explain why a recession never materialized in 2023, the odds that we will get one in the new year, and why some are calling for 6 rate cuts in 2024. As they share their macroeconomic outlooks and the potential impact on different asset classes, they explore the strength of the labor market, the trajectory of inflation, the strength of the consumer, and more.
Dana D'Auria, Co-CIO and Group President, Envestnet Solutions at Envestnet
Jeff Schulze, CFA, Head of Economic and Market Strategy at ClearBridge Investments
Tim Urbanowicz, CFA, VP of Research and Strategy at Innovator ETFs